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Early access — free

A full audit of your Zoho setup.

Security risks, misconfigurations, wasted licenses and missed automations — found across any Zoho app or combination, and delivered as a prioritized report with concrete fixes.

Free during early access · No passwords shared · Revoke access anytime

audit-report.pdfSample
47
Findings
12
Critical
31
Quick wins
Security72%
Configuration55%
Automation38%
Adoption24%
Example finding: 3 workflow rules write to a field no layout displays — data is silently lost on every lead conversion.
How it works

Deeper than an API-only scan

Most automated audits stop where the APIs stop. We don't: with your SSO token, the audit also reviews the areas that are only visible inside the apps themselves.

01

Connect with SSO

You grant access with a single sign-on token. You never share a password, and we never store credentials — revoke the token at any time.

02

API-level scan

Automated checks sweep your settings, roles, profiles, workflows, integrations and data quality through the official Zoho APIs.

03

In-app review

Guided checks inside the web interface cover what the APIs can't reach: layouts, hidden settings, UI-level permissions and cross-app glue.

04

Prioritized report

You receive a detailed report: vulnerabilities, issues and improvements, each with severity, impact and the concrete steps to fix it.

Access & trust

Built so you never hand over a password

The audit is designed around one rule: we can look, on your terms, and you stay in control.

SSO token only

Access is granted through single sign-on. No passwords are ever shared with us, typed by us, or stored by us.

Nothing stored

Credentials are never persisted. The token lives only for the duration of the audit.

Revoke anytime

You can cut access in one click from your Zoho admin panel, at any moment, before or after the audit.

Read-only by default

The audit only reads. Nothing in your setup is changed unless you later ask us to fix something.

Coverage

Any Zoho app — or all of them together

Audit a single app or a whole suite. Combined audits also check the seams between apps, where most issues hide.

Zoho CRMZoho DeskZoho BooksZoho InventoryZoho CreatorZoho PeopleZoho ProjectsZoho AnalyticsZoho FlowZoho CampaignsZoho FormsZoho One

Zoho is a trademark of Zoho Corporation. Beam Help is an independent service, not affiliated with Zoho.

The deliverable

What your report contains

  • Security vulnerabilities and risky settings — exposed API keys, over-broad profiles, stale users, weak sharing rules.
  • Misconfigurations and broken automations: workflows that never fire, fields nothing displays, integrations silently failing.
  • License and capacity waste — seats, add-ons and limits you pay for but don't use.
  • Performance and data-quality issues, from duplicate records to overloaded layouts.
  • A prioritized improvement plan: every finding rated by severity and effort, with concrete next steps.

Free now, freemium later

During early access the full audit is free — report included. As the service matures, deeper deliverables become paid tiers while a free audit stays.

  • Free: full audit with a prioritized findings report
  • Later: guided remediation plans and re-audits
  • Later: continuous monitoring with alerts
FAQ

Frequently asked questions

Do I have to share a password?
No — never. Access works through a single sign-on token that you grant and can revoke at any time. We never see, type or store your password.
Which Zoho apps can be audited?
All the major ones — CRM, Desk, Books, Inventory, Creator, People, Projects, Analytics, Flow, Campaigns, Forms — alone or combined, including full Zoho One setups.
How is this different from other automated audits?
Most tools stop at what the APIs expose. This audit also reviews the apps from the inside — layouts, hidden settings, UI-only permissions — so it covers areas API-only tools simply cannot see.
What does it cost?
During early access the full audit is free, report included. Paid tiers for remediation plans and continuous monitoring will come later.
Will the audit change anything in my account?
No. The audit is read-only: it observes and reports. Fixes happen only if you decide to apply them — yourself, or with our help.
Early access

Get your free Zoho audit

Spots are limited while we onboard early-access users. Tell us which Zoho apps you run and we'll be in touch.

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